AI Document Processing
OCR plus AI on invoices, contracts, and receipts. Auto-enters into QuickBooks or your CRM. Human review on exceptions.
What's actually happening behind the scenes.
Manual document processing runs $19,500-$26,000 per process per year. This handles 90% automatically with 99% accuracy on the standard fields.
Drop a PDF, an image, or even a phone-snapped receipt into a watched folder, an email inbox, or the upload portal. Computer Spy runs OCR, extracts the key fields (vendor, amount, date, line items, tax), validates them against your rules, and writes the result into QuickBooks, Xero, your CRM, or wherever it should land. Anything ambiguous goes to a human review queue with the AI's best guess pre-filled.
The discovery interview captures the document types you actually process, the destination system, and the validation rules that mean "auto-approve" vs "needs review."
Tell us how YOU work today. Then we tailor it.
Before this automation goes live, we ask 3 questions about your current workflow. The setup that lands in your account reflects YOUR answers — not a generic default. Preview the questions below; you'll fill them in after starting setup.
- Q1.
Which document types? (one per line)
requiredtextarea — e.g. vendor invoices - Q2.
Where do documents arrive?
requiredselect · Email inbox (we forward to a special address) / Watched folder on Drive or Dropbox / Web upload portal / All three - Q3.
Auto-approve invoices below what dollar amount?
Anything above this lands in human-review.
text — e.g. $500
What we promise. And how we back it.
Live in 5 days or you don't pay
If we can't get your AI Secretary live and replying in your real account within 5 business days, we refund and walk.
Standard OAuth only
Every connection is revocable from your provider's settings. We never store passwords. Read-only where read-only is enough.
30-day money back
Refund within 30 days, no support-ticket gauntlet. Submit a one-page form and we process it within 2 business days.
Ready to install AI Document Processing?
Available on Transformation ($1,499/mo). 5 days to live, or your money back.